Available Invoice Merge Fields

Cheri Petterson

Jan 17, 2024

3153

Available Invoice Merge Fields

When using merge fields on invoices, the system will look to the invoice(s) for the appropriate information to be included via merge fields. Many of the fields are included on the default invoice. Other fields may be added manually by editing the invoice. The table below describes the fields available for invoice templates; if there is an *, see the Notes below the table for special instructions.

This list may not be current; always check the available merge fields for your document within GrowthZone to verify all active available merge fields for that document type.

Merge Field Name	Description	Included On Default Template
URL	Tenant Logo Url from Setup > Miscellaneous > General Settings > Primary Logo
Width	Tenant Logo width
Height	Tenant Logo height
Company	This is the name of your association/chamber.	X
Address1	This is Address 2 for your association/chamber.	X
Address2	This is Address 2 for your association/chamber.	X
AddressOnly
Address1Only
Address2Only
AddressCityStatePostalCodeOnly
Telephone	This is the telephone number for your association/chamber.	X
Fax	This is the fax number for your association/chamber.
Email	This is the email address for your association/chamber.	X
WebAddress	This is the web-site address for your association/chamber.
No	The invoice number.	X
POno	Purchase Order Number.	X
SelectDate	The invoice date.	X
DueDate	The invoice due date.	X
MinNextBillDate	Displays the next bill date of a membership
PurchasedByName	The name of the Purchasing Organization (if applicable), otherwise name of purchaser will show.	X
PurchasedByNamePrimaryBusiness	Purchasing Individual’s Primary Business (if applicable).
BillToName	Billing Contact Name (if applicable).
BillToEmail	Billing Contact Email.
BillToAddress	Billing Address Line 1 and 2 on same line.	X
BillToAddress1	Bill to Address 1.
BillToAddress2	Bill to Address 2.
BillToCity	Billing City, State, & Zip Code.	X
BillToCountry	Billing Country
BillToContact	Billing Contact Name (if applicable).	X
Message	Invoice Message, added to the invoice when the invoice was created.	X
Subtotal*	Subtotal of the fee items included on the invoice.*	X
SalesTax	Sales tax calculated on the items included on the invoice.	X
Shipping	Shipping costs for the items included on the invoice.	X
Total*	Total for all charges on the invoice.*	X
PaymentTotal	Total of all amounts applied against the invoice, including payments, credits, discounts, refunds and write-offs	X
TotalDue*	Total actually due on the invoice if, for example, a payment has been made against the invoice.*	X
TotalLabel*	Text field, used in combination with TotalDue only.*
TotalWithoutVoluntary*	Displays total without including voluntary fees.*
TotalHTML*	Will show totals both with and without voluntary fees.*
ARCurrent	Current open balance.	X
AR30	Past Due Open Balance in the last 30-60 days	X
AR60	Past Due Open Balance in the last 60-90 days	X
AR90Plus	Past Due Open Balance over 90 days	X
ContactBalance	Total Open Invoice Balance	X
ScheduledPaymentAmount*	Amount of the scheduled payment*	X*
ScheduledPaymentDate*	Date the invoiced scheduled payment will be charged*
ScheduledPaymentDescription*	Summary of the scheduled payment information: includes date and profile info*	X*
ScheduledPaymentProfile*	Last 4 digits and expiration date of the credit card to be charged*
PaymentHyperlink	Link to payment screen	X
BillingPeriod	Displays the phrase “For period:” followed by the month and year or month/year date range. If a monthly frequency, it will display a single month and year; if the frequency is quarterly, annual, or semiannual, it will display the starting month year thru the ending month year of that frequency period. Examples:
HasVoluntaryItems	(Not recommended for use) Displays the phrase “True” or “False"; if any item on the invoice is a voluntary fee, it will display "True". If no voluntary items are on the invoice, then it will display "False".
ExcludeVoluntaryItems	(Not recommended for use) Displays the phrase “True” or “False".
BillingContactAccountNumber	Displays the Account Number of the Billing Contact
PurchasedByContactAccountNumber	Displays the Account Number of the Purchased By Contact
Description	Displays the Description of the fee item(s) on the invoice and/or details of any payments made (date of payment, type of payment)
Value
Quantity
Frequency	Displays the billing frequency of the fee item on the invoice (Annual, Semi-Annual, etc)
UnitPrice	Displays the amount of the fee item on the invoice. If fee items are hidden, will display the total of all the fee items hidden but included on the invoice.
CCTypeAndLast4Digits	When a credit card payment has been applied to an invoice, this displays the Credit Card type (Visa, MasterCard, etc) and the last 4 digits of the card used for the payment. (If payment is not a credit card, no text displays). This filed MUST be placed in the location indicated in the screenshot below.
Amount	If a payment has been applied to an invoice, displays the amount of the payment(s) made.
UFPurchasedByContactPrefix	Prefix for the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactFirstName	First name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactMiddleName	Middle name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactLastName	Last name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactSuffix	Suffix of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactCommonName	Common name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactName	First and Last name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedFromOrganizationName	The organization from which the purchase was made (your association/chamber).
UFBillingContactPrefix	The prefix for the billing contact selected when the invoice was created.
UFBillingContactFirstName	The first name of the billing contact selected when the invoice was created.
UFBillingContactMiddleName	The middle name of the billing selected when the invoice was created.
UFBillingContactLastName	The last name of the billing contact selected when the invoice was created.
UFBillingContactSuffix	The suffix of the billing contact selected when the invoice was created.
UFBillingContactCommonName	The common name of the billing contact selected when the invoice was created.
UFBillingContactName	The full name of the billing contact selected when the invoice was created.
UFBillingAddress1	The billing address selected when the invoice was created.
UFBillingAddress2	The billing address 2 associated to the address selected when the invoice was created.
UFBillingAddressCity	The city associated to the address selected when the invoice was created.
UFBillingAddressStateProvince	The state or province associated to the address selected when the invoice was created.
UFBillingAddressPostalCode	The postal code associated to the address selected when the invoice was created.
UFBillingAddressCountry	The country associated to the address selected when the invoice was created.
UFPurchaseCreatedDate	The date an invoice was created.
UFBillingEmailAddress
UFScheduledPaymentDate
UFScheduledPaymentAmount
UFScheduledPaymentProfile

Notes:

Total, Subtotal and TotalDue fields always include voluntary items on the invoice.
TotalLabel is a text field would be used in combination with the Total Due field so that it identifies automatically if the total includes any voluntary amounts.
TotalWithoutVoluntary does not include voluntary items in the balance.
TotalHTML is a special merge field that includes calculations and wording and merge fields all combined in a single merge field. It will show both totals (total with voluntary and total without voluntary) and include text that will indicate which amount is which. Due to how that field is generated, we are not able to support formatting of that field, i.e. you will not be able to apply styling to it such as bold, color or font size/style changes.

Scheduled Payment fields: are included on the default invoice template but will only populate if a payment profile is linked to the invoiced scheduled billing items. These fields correlate to the Invoice before Autopay enabled under Setup -> Finance -> General Settings.